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Beyond the Numbers

Beyond the Numbers

Trusted advice to help you think big and plan bigger.

Category: Retirement Planning

How to Enjoy September

Flipping the calendar to September often seems to engender the feeling of a fresh start. A new school year, a new football season, and (usually) a welcome break from the hot, humid dog days of August. For most, September is an enjoyable month, but historically September isn’t a great month for investors. 

 

Your Wealth: The Number

It’s safe to say most people have seared into their memory a few important numbers: Social Security number, home address, phone number, kids’ birthdays and wedding anniversaries (hopefully). Most people can also rattle off a few important financial numbers: annual income

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